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WiserAdvisor Reviews

Note: The client testimonials appearing above may not necessarily be representative of all client experiences with WiserAdvisor. You may click on the number of total reviews hyperlinked above to review the entirety of the reviews WiserAdvisor has received. WiserAdvisor did not pay any compensation in consideration of such reviews.

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FINRA/SEC Registered Advisors

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No. of Advisors14
AUM$16,780,521,000
No. of Clients147
Fee StructureA percentage of AUM, Fixed fees
Firm Name
No. of Advisors44
AUM$7,678,048,654
No. of Clients93
Fee StructureA percentage of AUM, Performance Based
Firm Name
No. of Advisors19
AUM$4,469,969,570
No. of Clients105
Fee StructureA percentage of AUM, Fixed fees
Firm Name
No. of Advisors142
AUM$3,803,189,141
No. of Clients21
Fee StructureA percentage of AUM, Performance Based
Firm Name
PNC REAL ESTATELouisville, KY
No. of Advisors180
AUM$3,257,395,486
No. of Clients67
Fee StructureOther (BASED ON THE AMOUNT OF TIME AND RESOURCES DEVOTED TO EACH FUND.)
Firm Name
No. of Advisors37
AUM$2,905,556,042
No. of Clients8456
Fee StructureA percentage of AUM, Hourly charges, Fixed fees
Firm Name
No. of Advisors17
AUM$2,538,177,212
No. of Clients1208
Fee StructureA percentage of AUM
Firm Name
No. of Advisors11
AUM$2,119,435,054
No. of Clients744
Fee StructureA percentage of AUM, Fixed fees
Firm Name
No. of Advisors18
AUM$1,854,292,560
No. of Clients943
Fee StructureA percentage of AUM, Fixed fees
Firm Name
No. of Advisors6
AUM$1,796,022,602
No. of Clients866
Fee StructureA percentage of AUM, Performance Based
Firm Name
No. of Advisors45
AUM$1,509,725,992
No. of Clients5260
Fee StructureA percentage of AUM, Hourly charges, Fixed fees
Firm Name
No. of Advisors6
AUM$1,215,744,287
No. of Clients1404
Fee StructureA percentage of AUM, Hourly charges, Fixed fees
Firm Name
No. of Advisors17
AUM$1,125,634,229
No. of Clients4401
Fee StructureA percentage of AUM, Fixed fees
Firm Name
PARTHENON LLCLouisville, KY
No. of Advisors7
AUM$1,120,457,850
No. of Clients470
Fee StructureA percentage of AUM, Performance Based
Firm Name
No. of Advisors13
AUM$1,031,166,310
No. of Clients1
Fee StructureA percentage of AUM

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